This episode covers Bitcoin’s two point two billion dollar options expiry and institutional derivatives positioning through mid twenty twenty six, the four point five seven billion dollar divergence between ETF outflows and Tether’s corporate treasury accumulation strategy, Ethereum network utilization and Layer two scaling infrastructure development, regulatory framework advances including U.S. spot ETF approvals and European MiCA enforcement, and geopolitical operational factors including Iran’s cryptocurrency settlement proposal for defense procurement and Trump administration tariff policy uncertainty affecting cross border blockchain operations and dollar correlation dynamics.
